Investment Readiness Reports

The Startup Fundraising Package is a fully integrated solution designed to prepare, position, and promote your startup for investor readiness and capital raising. From building foundational investor collateral to personalized introductions and advisory, this package is tailored for early-stage and growth-stage companies looking to raise capital through equity, convertible notes, or hybrid instruments.

Service Overview

Investment Readiness Reports (IRRs) are expert-led, data-backed strategic assessments designed to evaluate a business’s current capital-raising readiness and enhance its investor appeal. This report functions as a diagnostic and prescriptive tool to ensure that founders and executives understand their market position, financial strength, valuation potential, and strategic fundraising gaps before approaching institutional or private investors.

Through this offering, Epiidosis Global Finance LLC-FZ provides a globally benchmarked analysis aligned with investor due diligence practices across venture capital, private equity, and strategic acquisitions.

Evaluate a company’s investment preparedness
Identify financial, structural, and strategic gaps
Provide a clear valuation and growth plan
Build investor confidence before outreach
Position the business competitively for Seed, Series A/B or private capital
Core Deliverables
1/ Business Valuation Report
2/ SWOT & Risk Assessment
3/ Financial Modeling
4/ Fundraising Checklist & Recommendations
5/ Growth Roadmap & Strategic Brief

Business Valuation Report

Multiple-method valuation (DCF, Comparables, Precedent Transactions)
Market trends & comparable peer analysis
Sensitivity scenarios and valuation justification

SWOT & Risk Assessment

Internal and external SWOT with scoring matrix
Risk mapping: Operational, Market, Financial, Legal, Strategic
Mitigation strategies for high-risk areas

Financial Modeling

3–5 year projections: Revenue, EBITDA, Net Income, Cash Flow
Breakeven analysis, IRR, NPV, and ROI metrics
Sensitivity testing with high-medium-low growth cases
Unit economics modeling (CAC, LTV, Payback)

Fundraising Checklist & Recommendations

Assessment of compliance, legal, governance, and documentation readiness
Capital structure and shareholding diagnostics
Pre-raise action items (e.g., restructuring, clean-up of cap table, team additions)
Recommendation on deal structure (equity vs debt vs convertible instruments)

Growth Roadmap & Strategic Brief

Milestone-based growth plan: 12–36 months
Use-of-funds framework aligned with growth drivers
Exit readiness strategies and potential acquirer profiles
Team and operational efficiency recommendations

Each Investment Readiness Report includes the following components tailored to the company’s industry, funding stage, and jurisdiction:

Who Should Use This Service?

This service is ideal for companies preparing for institutional capital or sophisticated private investors.

Startup Founders (Pre-seed to Series A)
SME Owners preparing to scale or raise capital
Family-owned Businesses exploring private equity or succession plans
Early-Stage Tech, Health, Agri, Fintech, and Energy Businesses
Companies seeking to enter ADGM, DIFC, or international markets

Key Benefits

Investor-Ready Documentation
Present your business to VCs, angels, PE funds,
and family offices with confidence.
Actionable Insights
Identify key structural and financial gaps that might derail investor interest.
Increased Valuation Confidence
Provide defensible, investor-aligned valuation models to strengthen negotiation.
Professional Presentation
A printable and digitally formatted document for direct investor sharing or data room uploads.
Strategic Focus
Align internal operations and growth
plans with expected capital inflow.
Basic
$4500-$6,000
For startups <2 years, simple model
Standard
$9000-$12000
SME, family-run, or growth-stage
Premium
Talk to Sales

Multi-entity, IP-heavy, or regulatory sectors

Note: 50% advance payment required. Balance payable on draft delivery.

Required Inputs from Client

To initiate the service, the following documents and information are required

Latest 2–3 years Financial Statements (or MIS)
Company Profile / Deck (if available)
Current Cap Table
Business Model & Market Size Info
Legal Structure Details (MOA/AOA/Shareholder Agreements if any)
Growth Plans (if defined internally)

We offer a secure data submission portal with NDA-based confidentiality protocols.

Editable PDF + PowerPoint (Investor Deck Format)
One-on-One Review Session (1 Hour)
Optional: Upload to Investor Data Room (upon request)

100% Fully responsive for all devices

To initiate the service, the following documents and information are required

Required Inputs from Client

Latest 2–3 years Financial Statements (or MIS)
Response Displays Perfectly on Mobile
Company Profile / Deck (if available)

We offer a secure data submission portal with NDA-based confidentiality protocols.

Business Model & Market Size Info
Legal Structure Details (MOA/AOA/Shareholder Agreements if any)
Growth Plans (if defined internally)

Timeline

Stage Estimated Duration
Initial Briefing & Data Collection 2–3 Days
Financial Analysis & Modeling 4–7 Days
Strategic Review & Valuation 3–5 Days
Final Report Compilation 2–3 Days
Total 2–4 Weeks

Why Choose Epiidosis Global Finance?

✔ Licensed Financial Advisory Entity (Meydan Free Zone, Dubai)
 ✔ In-house Experts in Valuation, Fundraising, and Investor Psychology
 ✔ Deep understanding of UAE, India, Africa & GCC capital ecosystems
 ✔ Part of Epiidosis Group with presence in USA and India
 ✔ Access to 115,000+ accredited investor